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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,136 | $136,860-46.6% | $120,344-39.2% | $154,746-52.7% |
| Participation rate | 80.0% | 79.9%+0.1pp | 76.7%+3.3pp | 80.7%-0.7pp |
| Annual return | 14.19% | 21.38%-7.2pp | 20.30%-6.1pp | 172.34%-158.2pp |
| Employer contribution / active EE | $2,032 | $3,533-42.5% | $3,020-32.7% | $4,379-53.6% |
| Participant deferral / active EE | $2,640 | $5,793-54.4% | $5,135-48.6% | $6,730-60.8% |
| Admin fee / account holder | $976 | $15,393-93.7% | $12,742-92.3% | $14,365-93.2% |